+136,006.1%
UNH vs SWKS
+8,307.4%
+127,698.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -1.2% |
| 7D | +1.1% | +12.5% | -11.4% | +0.2% |
| 30D | -3.8% | +10.5% | -14.3% | -4.5% |
| 3M | +0.7% | -7.4% | +8.1% | +1.1% |
| 6M | +37.9% | +32.7% | +5.2% | +34.3% |
| YTD | +21.9% | +19.2% | +2.8% | +19.6% |
| 1Y | +31.4% | +2.4% | +29.0% | +30.1% |
| 3Y | -11.4% | -25.6% | +14.2% | -11.3% |
| 5Y | +2.5% | -53.4% | +56.0% | +5.2% |
| 10Y | +242.9% | +23.2% | +219.7% | +225.8% |
| All | +136,006.1% | +8,307.4% | +127,698.7% | +78,425.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SWKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling